VA Tech Wabag Limited has informed the Exchange about Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

WABAG · price

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₹1436.00

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₹1452.00

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AI summary

VA Tech Wabag reported strong FY26 results with revenue of Rs 3,944 Cr, up 19.7% YoY, within their guided 15-20% CAGR range. EBITDA margin stood at 13.3%, within their 13-15% guidance band, with PAT at Rs 371 Cr, up 26% YoY. The order book grew to Rs 17,235 Cr (over 4x revenue), with order intake of Rs 75 Bn in FY26, up 31% over FY25. The company maintained net cash of Rs 950 Cr for the 6th consecutive year, with RoCE at 19.4%. The presentation also outlines 3-5 year targets including 15-20% revenue CAGR, 13-15% EBITDA margin, RoCE above 20%, and O&M contribution scaling to 20% of revenues.

Likely market impact

The company demonstrates consistent execution with margin within guidance, strong order book visibility at 4x revenue, and improving cash generation. The medium-term targets appear achievable given the large addressable water infrastructure market and Wabag's top-3 global desalination position.